FEATURE & TUTORIALS
Learn About Life Plan+
Budgeting should not feel like a second job or a constant guessing game. Life Plan+helps you see where your money is going and make a plan that actually sticks, without living in spreadsheets or wondering why your account balance never matches your “mental math.”
With Spending Analysis, you can quickly spot patterns, like how often takeout, subscriptions, or quick Target runs are adding up. The Budget Tracker lets you set a budget across your accounts and credit cards, so you can stay on track even when spending happens in more than one place. The Cashflow Tracker shows your income and expenses month to month, making it easier to plan for real life, like a slower season at work, a big insurance bill, or back-to-school costs.
Want to save for a new car, build an emergency fund, or pay down debt? Set Financial Goals and track progress along the way. The Net Worth Dashboard helps you understand where you stand and what is changing. And with Custom Alerts, you can get a heads-up before you overspend, so you stay in control.
FREE FEATURES
Built Into your Table Rock Community Bank Checking
Financial confidence starts with knowing where your money is going and having a plan for what comes next. At Table Rock Community Bank, we offer these tools to help you stay organized, make informed choices, and feel more in control of your financial future. Bringing community back to banking means showing up in practical ways, not just at the branch. Life Plan+ is one more way we put that promise into action.
Understand your spending habits with the spending wheel and spending analyzer, which breaks your spending down into percentages.
Set a budget across your accounts and credit cards and make sure your spending stays under control.
See your income and expenses in a month-to-month view to better predict where your cash flow is each month.
This tool helps you understand where your net worth is and why.
Whether you're trying to save for a new car or build your emergency fund, track progress with ease by setting goals.
Create alerts to keep you from overspending on your budgets, along with many other ways to stay in control of your finances.
TUTORIALS
Best Way To Use Life Plan+
